Paraplanner

Pro Talent; Durban; On-site; ZAR 391,000 - 502,000; Full time

Benefits offered by this job

Annual bonuses

Job summary

Pro Talent in Durban is seeking a dedicated Paraplanner to support its advisory team and ensure high-quality financial advice documentation.

You will research and gather information, draft client reports, review policy schedules for accuracy, support compliance, and liaise with advisers and clients on projects, contributing to templates and processes.

Qualifications

• Matric certificate.
• Minimum of 5 years' experience in a similar role within the financial services industry.
• Strong research, report writing, and analytical skills.
• Financial Planning qualification or in progress of one (NQF5 Wealth Management at Minimum)
• RE5 preferred
• Excellent attention to detail and the ability to review documents for accuracy.

Responsibilities

• Research and gather relevant information on financial advice matters for advisers.
• Draft comprehensive client reports and Records of Advice in collaboration with advisers and the Administration Manager.
• Review policy schedules and other client reports prepared by the administration team for accuracy and compliance.
• Support compliance duties and assist in coordinating the adviser client-review process.
• Liaise effectively with advisers, clients, service providers, and colleagues on advice-related projects.
• Contribute to the development of advice and administration processes, client-facing templates, and the client touchpoint strategy.

Skills

Research

Report writing

Analytical skills

Education

Matric certificate

Financial Planning qualification

RE5

Job description

Join a dynamic team within a leading financial services company committed to excellence and client-centric solutions. Our client, a well-established organization in Durban, is seeking a dedicated Paraplanner to support their advisory team and ensure high-quality financial advice documentation.

What You'll Do:

• Research and gather relevant information on financial advice matters for advisers.

• Draft comprehensive client reports and Records of Advice in collaboration with advisers and the Administration Manager.

• Review policy schedules and other client reports prepared by the administration team for accuracy and compliance.

• Support compliance duties and assist in coordinating the adviser client-review process.

• Liaise effectively with advisers, clients, service providers, and colleagues on advice-related projects.

• Contribute to the development of advice and administration processes, client-facing templates, and the client touchpoint strategy.

Requirements:

• Matric certificate.

• Minimum of 5 years' experience in a similar role within the financial services industry.

• Strong research, report writing, and analytical skills.

• Financial Planning qualification or in progress of one (NQF5 Wealth Management at Minimum)

• RE5 preferred

• Excellent attention to detail and the ability to review documents for accuracy.

What We'll Give You:

• Competitive salary of R35,000 - R45,000 per month (Cost to Company)

• Annual bonuses